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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HPC
1
HM Payson & Co
Maine
$122M 5,459,782 +529,017 +11%
Morgan Stanley
2
Morgan Stanley
New York
$82.3M 3,672,900 +216,582 +6%
GI
3
GLOBALT Investments
Georgia
$66.1M 2,946,255 -60,655 -2%
Bank of America
4
Bank of America
North Carolina
$60.3M 2,687,653 +280,679 +12%
Wells Fargo
5
Wells Fargo
California
$44.2M 1,973,530 +461,559 +31%
SL
6
Summitry LLC
California
$31.5M 1,406,269 +1,406,269 New
TPWA
7
TRUE Private Wealth Advisors
Oregon
$31.3M 1,396,111 +1,396,111 New
NA
8
NewEdge Advisors
Louisiana
$29.1M 1,297,469 -185,724 -13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.3M 1,175,116 +140,746 +14%
UBS Group
10
UBS Group
Switzerland
$24.3M 1,081,916 +237,381 +28%
SWP
11
Stratos Wealth Partners
Ohio
$23.3M 1,039,593 +48,185 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$22M 981,795 +66,730 +7%
IWC
13
Integrated Wealth Concepts
Massachusetts
$20.4M 909,949 -5,316 -0.6%
FAC
14
Financial Advisory Corporation
Michigan
$17.4M 776,867 +758,245 +4,072%
JAG
15
Journey Advisory Group
Kentucky
$17.3M 770,900 +99,543 +15%
LPL Financial
16
LPL Financial
California
$17.2M 768,897 +193,092 +34%
CIA
17
Capital Investment Advisors
Georgia
$16.4M 731,728 +43,859 +6%
DP
18
Denver PWM
Colorado
$15.3M 684,449 +66,646 +11%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$14.5M 645,451 +622,703 +2,737%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$14M 625,540 -89,898 -13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14M 622,512 +99,821 +19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.6M 605,855 +44,249 +8%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$13.4M 596,976 +5,807 +1%
MCM
24
MV Capital Management
Maryland
$13.2M 589,546 +63,051 +12%
Osaic Holdings
25
Osaic Holdings
Arizona
$12.6M 560,106 +35,127 +7%